RIAs
37,080 listed · 0 reviews · Registered investment advisers
37,080 listed · 0 reviews · Registered investment advisers
By type: Enterprise RIAs · RIA Platforms · Founder-led RIAs (from Muriel Consulting's framework, set from each firm's Form ADV)
| RIA | People | Type | AUM | Main custodian | Filing since |
|---|---|---|---|---|---|
— | — | $11.09Tas of Oct 2026 | — | 2012 or earlier | |
— | — | $8.44Tas of Sep 2026 | — | 2026 | |
— | — | $5.69Tas of Jul 2026 | Fidelity | 2012 or earlier | |
— | — | $4.32Tas of Sep 2026 | BNY47% · 3 custodians | 2012 or earlier | |
— | — | $4.28Tas of Oct 2026 | J.P. Morgan | 2012 or earlier | |
— | — | $3.67Tas of Oct 2026 | BNY49% · 3 custodians | 2012 or earlier | |
— | — | $3.52Tas of Aug 2026 | J.P. Morgan30% · 4 custodians | 2012 or earlier | |
— | — | $2.66Tas of Sep 2026 | — | 2026 | |
— | — | $2.65Tas of Sep 2026 | Goldman Sachs49% · 4 custodians | 2012 or earlier | |
— | — | $2.2Tas of Jul 2026 | State Street57% · 3 custodians | 2012 or earlier | |
$1.96Tas of Oct 2026 | Morgan Stanley | 2012 or earlier | |||
$1.78Tas of Oct 2026 | Merrill | 2012 or earlier | |||
— | — | $1.74Tas of Mar 2026 | J.P. Morgan61% · 2 custodians | 2012 or earlier | |
— | — | $1.72Tas of Oct 2026 | Schwab | 2012 or earlier | |
— | — | $1.6Tas of Aug 2026 | BNY46% · 4 custodians | 2012 or earlier | |
— | — | $1.43Tas of Jul 2026 | State Street37% · 4 custodians | 2012 or earlier | |
— | — | $1.42Tas of Aug 2026 | State Street | 2012 or earlier | |
— | — | $1.37Tas of Mar 2026 | Fidelity | 2012 or earlier | |
— | — | $1.25Tas of Jun 2026 | Northern Trust | 2012 or earlier | |
— | — | $1.24Tas of Sep 2026 | — | 2015 | |
— | — | $1.13Tas of Apr 2026 | J.P. Morgan55% · 4 custodians | 2012 or earlier | |
— | — | $1.1Tas of May 2026 | BNY | 2012 or earlier | |
— | — | $1.02Tas of Mar 2026 | State Street66% · 3 custodians | 2012 or earlier | |
$1.01Tas of Sep 2026 | Edward Jones Trust Company69% · 2 custodians | 2012 or earlier | |||
— | $994.99Bas of Sep 2026 | Merrill | 2012 or earlier | ||
— | — | $941.02Bas of Aug 2026 | SEI79% · 2 custodians | 2012 or earlier | |
— | $915.79Bas of Aug 2026 | — | 2012 or earlier | ||
— | — | $873.87Bas of Sep 2026 | BNY43% · 3 custodians | 2012 or earlier | |
— | $819.12Bas of Oct 2026 | — | 2012 or earlier | ||
— | $763.4Bas of Jul 2026 | Sanford C. Bernstein & Co., LLC72% · 2 custodians | 2012 or earlier | ||
— | — | $749.52Bas of Jun 2026 | State Street38% · 4 custodians | 2012 or earlier | |
— | — | $720.85Bas of Aug 2026 | BNY | 2012 or earlier | |
— | — | $718.48Bas of Oct 2026 | BNY87% · 2 custodians | 2012 or earlier | |
— | — | $702.25Bas of Oct 2026 | State Street54% · 3 custodians | 2012 or earlier | |
— | $684.78Bas of Apr 2026 | BNY59% · 2 custodians | 2012 or earlier | ||
— | $676.69Bas of Jul 2026 | Bank of America N.a.67% · 2 custodians | 2012 or earlier | ||
$671.42Bas of Oct 2026 | — | 2012 or earlier | |||
— | $660.47Bas of Sep 2026 | American Enterprise Investment Services Inc. | 2012 or earlier | ||
— | — | $621.02Bas of Aug 2026 | Northern Trust41% · 3 custodians | 2012 or earlier | |
— | — | $601.79Bas of Jun 2026 | The Master Trust Bank of Japan, LTD.64% · 2 custodians | 2012 or earlier | |
— | — | $590.1Bas of May 2026 | — | 2012 or earlier | |
— | — | $588.22Bas of Jul 2026 | UBS | 2012 or earlier | |
— | — | $570.62Bas of Jun 2026 | — | 2012 or earlier | |
— | — | $563.78Bas of Oct 2026 | J.P. Morgan | 2012 or earlier | |
— | — | $514.05Bas of Mar 2026 | State Street30% · 4 custodians | 2012 or earlier | |
— | — | $509.45Bas of Sep 2026 | UBS56% · 2 custodians | 2012 or earlier | |
— | — | $502.4Bas of Sep 2026 | J.P. Morgan69% · 3 custodians | 2012 or earlier | |
— | $500.96Bas of Oct 2026 | Raymond James | 2012 or earlier | ||
— | — | $484.1Bas of Apr 2026 | J.P. Morgan35% · 4 custodians | 2012 or earlier | |
— | — | $475.78Bas of May 2026 | Northern Trust26% · 5 custodians | 2012 or earlier |
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